Comprehensive Financial Planning’s Vanguard Energy ETF VDE Stock Holding History

Comprehensive Financial Planning’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-32	Closed	-$5.57K	–	440
2026 Q1	$5.57K	Buy	+32	New	+$4.84K	﹤0.01%	296

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Comprehensive Financial Planning's VDE Position: Q2 2026 in Review

Comprehensive Financial Planning sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 32 shares — an estimated $5.57K sold.

Comprehensive Financial Planning first reported a position in VDE in Q1 2026 and held it in 1 quarter. The position peaked at $5.57K in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Comprehensive Financial Planning reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 32 Vanguard Energy ETF shares in Q2 2026, an estimated $5.57K.
Comprehensive Financial Planning first reported a position in Vanguard Energy ETF in Q1 2026 and held it in 1 quarter.
Comprehensive Financial Planning's Vanguard Energy ETF position peaked at $5.57K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.